Bespoke Proposal Management System for Insurance AMS or CRM

More about Proposal Management System development

We have in-depth experience in creating custom HTML editor with features like responsive elements, draggable elements (tables, images, blocks of text), embedding pre-designed sections/blocks in the editor, all the formatting elements, preview proposal/template, download as pdf, share online with other staff members to contribute to the same proposal, mark positions for signature by client / producer so as to get the proposal eSigned, send the proposal by email or share privately via a web link and track recipient activity in real time (proposal opening, view count, how much time spent on which page to name a few). In addition, edit a proposal any number of times, duplicate proposal for same or different customer, adding variables to proposals (to replace customer, carrier and policy information automatically), user management, permissions management, contacts management, email notifications with attachments, secure link sharing to access proposal without login (by clients) and API development so that other companies could integrate with the proposal management system. Technically we work in Salesforce, .NET, PHP, Java and React. Write to us today at our development email id dev@webnersolutions.com for your insurance software development.

Originally published at https://webnersolutions.com.